Customer Service Manager
Resume:
Steven B. Greenberg
**** ***** ******* *******, #**-104
************@*****.***
Boca Raton, FL 33487
Summary
An insurance professional who has achieved success at all levels and
in diverse environments, serving the property and casualty needs of
small, mid-size and global clients, at the insurance agency and mega
brokerage level, A customer Service expert, including being a
licensed claims adjuster & certified fraud investigator. As well as
a newly licensed bartender looking to explore new opportunities.
Professional Experience
Willis of New York
2012 - 2013
Assistant Vice President
Developed and submitted specifications to selected carriers and
negotiated final terms, conditions and pricing of policies.
Reviewed insurance policies and documents for accuracy, filed
paperwork with appropriate departments and managed all issues that
ensued, oversaw the quality of work of each department.
Interacted on a daily basis with clients to assure their
understanding and satisfaction with the quality of service and
products provided.
Built relationships with clients and carriers through clear and
precise communication.
Terrier Claims Services, Pleasantville, NY
2011 - 2012
Insurance Fraud Investigator
Investigate Insurance claims for fraudulent activity.
Obtain recorded and written statements from both witnesses and
claimants. Investigation of insured locations for reported accident
claims. Written, oral and photographic documentation obtained.
Subpoena's processed and served.
Locate and identify problematic witnesses.
The Hamilton Group, Cedar Knolls, NJ
2009 - 2011
Account Manager
Built and maintained client relationships through outstanding
customer service and account management
Identified client risk exposure, analyzed loss experience and
utilized various rating programs.
Developed and submitted marketing documents to selected carriers and
negotiated final terms, conditions and pricing of policies.
Reviewed policies from carriers, issued and followed up binders,
endorsements, invoices and renewals.
Sterling & Sterling Inc., Insurance Agency, Woodbury, NY
2008
Account Executive / Risk Management Consultant
Member of the award winning risk consulting team for the firm's
largest client, a Real Estate fund.
Managed a personal book of business for a variety of clients
including a sports center and real estate companies.
UIC, Inc., Insurance Risk Management Consulting, Upper Saddle River,
NJ 2007
Account Manager
Served as the insurance and risk management consultant to a diverse
portfolio of clients including major retail stores such as B&H
Photo, J&R Music, and a large lumber company with a fleet of over
100 delivery vehicles.
AON Risk Services, Inc., Insurance Brokerage, New York City, NY
2001 - 2007
Senior Client Specialist
Responsible for a $4 million book of business, including such
clients as Citi Group, American Express, Morgan Stanley Real Estate
Fund, Black & Decker, and Linens & Things.
Assisted in setting up a Professional Employer Organization program
providing insurance brokerage services to a large number of
professional employer groups.
Recipient of many Star awards for excellence in customer service,
based on client and co-worker recommendations.
World Wide Facilities, Inc., Insurance Agency, Garden City, NY
1998 - 2001
Account Executive / Underwriter
1996 - 1997
Developed a $ 3 million book of business for this managing general
agency specializing in the staffing industry.
Achieved and received recognition for top performance in account
retention increased sales growth, and team motivation excellence.
Global Insurance Services, Inc., Insurance Agency, Boca Raton, FL
1997 - 1998
Office Manager
Managed all facets of this mid-size property and casualty insurance
agency, including the negotiation of contracts with insurers and
review of agency financial operations.
Loumel Inc. Garment Business, New York City, NY,
1993 - 1997
Risk Manager and Office Manager
Office Manager over a staff of 35, while also serving as the
insurance risk and Credit Manager.
Marine Risks, Inc. Insurance Agency, New York City, NY
1987 - 1993
Customer Service Representative
Responsible for insurance program for 75 foreign missions and a
major customhouse surety bond program.
Professional Licenses and Education: National Bartender License,
State of New Jersey Producer License / State of New York Property
and Casualty Broker License, New York Independent Claims Adjuster
License, Insurance Fraud Certification, Suffolk Community College,
New York, Stonybrook University New York, and The College of
Insurance New York.
Contact this candidate